Avidian Wealth Solutions, LLC Select Sector Spdr Tr Real Est Transaction History

Avidian Wealth Solutions, LLC

  • $2.16 Billion
  • Q4 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 5,072 shares of XLRE stock, worth $216,371. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,072
Holding current value
$216,371
% of portfolio
0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$40.06 - $45.21 $203,184 - $229,305
5,072 New
5,072 $206,000
Q2 2023

Aug 03, 2023
SELL
$35.21 - $37.75 $2.43 Million - $2.6 Million
-68,943 Reduced 86.41%
10,839 $408,000
Q1 2023

May 08, 2023
BUY
$34.62 - $41.83 $104,240 - $125,950
3,011 Added 3.92%
79,782 $2.98 Million
Q4 2022

Feb 06, 2023
BUY
$33.77 - $39.47 $481,425 - $562,684
14,256 Added 22.8%
76,771 $2.84 Million
Q3 2022

Nov 03, 2022
SELL
$35.63 - $45.74 $4.88 Million - $6.26 Million
-136,886 Reduced 68.65%
62,515 $2.25 Million
Q2 2022

Jul 29, 2022
SELL
$38.85 - $50.6 $2 Million - $2.61 Million
-51,565 Reduced 20.55%
199,401 $8.15 Million
Q1 2022

May 10, 2022
BUY
$43.98 - $51.33 $1.41 Million - $1.65 Million
32,095 Added 14.66%
250,966 $12.1 Million
Q4 2021

Feb 14, 2022
BUY
$44.62 - $51.81 $6.77 Million - $7.86 Million
151,637 Added 225.54%
218,871 $11.3 Million
Q3 2021

Nov 10, 2021
SELL
$44.45 - $48.73 $13,868 - $15,203
-312 Reduced 0.46%
67,234 $2.99 Million
Q2 2021

Aug 09, 2021
SELL
$40.12 - $45.73 $229,125 - $261,164
-5,711 Reduced 7.8%
67,546 $2.99 Million
Q1 2021

May 05, 2021
BUY
$35.06 - $39.91 $2.57 Million - $2.92 Million
73,257 New
73,257 $2.89 Million

Others Institutions Holding XLRE

# of Institutions
846
Shares Held
134M
Call Options Held
838K
Put Options Held
4.48M
View Full List

About SELECT SECTOR SPDR TR REAL EST

XLRE Quotes by TradingView
  • Ticker XLRE
  • Sector ETFs
  • Industry ETFs
More about XLRE
Track This Portfolio

Track Avidian Wealth Solutions, LLC Portfolio

Follow Avidian Wealth Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avidian Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avidian Wealth Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email